Carl George has been in the profession since 1971. In fact, he spent his entire career with one
public accounting firm – Clifton Gunderson.
He started in an office with a volume of $200,000. After just 3 years, he was put in charge of the
office and was determined to grow the office, both internally and through
mergers and acquisitions. Within 6
years, his office grew to $4 million, after acquiring the 3 largest firms in the local market.
Carl was admitted as a partner in 1976, just 6 years out of
college. In 1980, the Clifton Gunderson
board asked Carl to leave client practice and become the COO of the
firm. His responsibilities included
practice management, budgeting, office and firm operations, and
mergers/acquisitions. Carl spent 13
years in the role of COO. In 1993, he was
selected as his firm’s CEO, a position he held until 2009. The company's volume was $50 million in 1993,
and when he stepped down in a planned CEO succession transition in 2009, volume
had increased to $250 million.
As senior executive partner from 2009-2012, Carl’s primary focuses were in mentoring the current management team and assisting them with mergers and acquisitions. In fact, Carl was on the task force that put
together the largest non-Big 4 merger with Larson Allen, to form
CliftonLarsonAllen. Throughout his
career, he has always enjoyed assisting other firms by
facilitating retreats for strategic planning, succession planning, or
assisting them with their merger/acquisition process.
It is no surprise that Carl wants to continue advising firms
after retiring from CliftonLarsonAllen, as he has over 45 years of practice
management and M&A experiences to offer. So, Carl formed Carl George Advisory in
2013, with a primary focus of doing just that - advising with professional service firms
in those practice management areas he knows best.